Feb 22, 2019 / Videos
In this installment of our ongoing weekly video series, we discuss what it means when investment professionals and financial advisors are selling away from the firm. We want to make sure that investors are aware of this practice and what that could mean for their portfolio, find out more information here:
Feb 20, 2019 / Hurricane Irma
Floridians are being ripped off by unethical contractors who recommend assignments of benefits (AOB’s) to begin working on homes impacted by major disasters. An assignment of benefits (AOB) is a much abused, but legally-binding document in which a homeowner assigns the right to collect insurance benefits to a contractor. Although AOBs have a proper place in the contracting world (because they can be a convenient way for homeowners to pay […]
Feb 13, 2019 / Other investment-related information
In this week’s installment of our ongoing video series, we take a break from investment news and information to focus on local charity. As many people might know the Community Foundation in Collier County hosts a 24-hour program called “Give Where You Live” in which you can give money to a variety of charities and have your donation, up to a certain limit, matched. Find out more here:
Feb 7, 2019 / Videos
Today in our ongoing weekly video series, we revisit Ponzi Schemes and a few other prevalent scams. When the economy is on a healthy streak is when these sorts of predatory scams are most active. Find out what you should be looking for here: